MediaPemalang.com – When President Donald Trump threatened to “terminate Elon’s subsidies and government contracts,” the threat was not just political rhetoric. If actually implemented, the impact could cripple some of the United States’ most important strategic programs.
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1. The US Space Program is Threatened with Paralysis
SpaceX holds a vital NASA contract to transport astronauts to the International Space Station (ISS) using the Crew Dragon spacecraft. Without SpaceX, NASA loses its only domestic astronaut transportation capability since the retirement of the Space Shuttle in 2011.
2. Electric Vehicle Subsidies Disappear
The “One Big Beautiful Bill” bill supported by Trump does include provisions to eliminate the $7,500 electric vehicle tax credit. Tesla lost significant competitive advantage.
3. Tesla’s robotaxi is hampered
Regulatory approval for Tesla’s autonomous taxi (robotaxi) and cybercab services is under the control of the Trump administration. If Musk-White House relations remain frosty, the approval process could be delayed.
4. Starlink Research and Connectivity Affected
Starlink, SpaceX’s internet satellite network, has become critical communications infrastructure for the US military and government. The threat of contract revocation has an impact on network expansion.
5. Bad Message for Tech Investors
Trump’s threat sends a frightening signal to the entire tech sector: the federal government could use contracting and subsidy powers as a political weapon against CEOs deemed disloyal.
Tesla shares have plunged 14 percent in one day, wiping out $150 billion in market capitalization. Investors must now consider political risk as a new factor in the valuation of large technology companies.
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